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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,308 | $71,523-85.6% | $98,461-89.5% | $71,511-85.6% |
| Participation rate | 32.1% | 72.7%-40.6pp | 75.2%-43.1pp | 67.9%-35.8pp |
| Annual return | 65.97% | 32.43%+33.5pp | 21.17%+44.8pp | 28.86%+37.1pp |
| Employer contribution / active EE | $818 | $2,399-65.9% | $3,049-73.2% | $2,589-68.4% |
| Participant deferral / active EE | $1,381 | $4,109-66.4% | $4,738-70.9% | $4,291-67.8% |
| Admin fee / account holder | $311 | $1,676-81.5% | $8,961-96.5% | $1,588-80.4% |